Zoho CRM
Activating Google Contacts & Calendar
This feature is for the Google Users. Google Apps users can refer to Zoho CRM for Google Apps. Activate Google Contacts and Calendar Integration To activate Google Contacts and Calendar from Zoho CRM Log in to Zoho CRM. Open Setup > Marketplace > ...
Sync with Google Contacts
This feature is for the Google Users. Google Apps users can refer to Zoho CRM for G Suite Users Keeping up-to-date contacts in both Zoho CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure ...
Zoho CRM for Google Account Users
This feature is for the Google Account users. Google Apps Account users can refer to Zoho CRM for Google Apps Users Zoho CRM for Google makes it easier for your business to collaborate, communicate and share information, all in a single, ...
Microsoft Outlook add-in for Zoho CRM
The Zoho CRM add-in for MS Outlook enables you to view details of your CRM account right within your outlook account. The installation will allow you to do the following from your MS outlook account: Add leads or contacts Add notes to the CRM ...
Installing Zoho CRM in MS Office 365
Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization. Install Zoho CRM app for Office ...
Error Messages
"This feature is supported only in Internet Explorer 6 or higher. Please access Zoho CRM using Internet Explorer and try creating mail merge documents again" Reason: You might be using Zoho CRM in web browser other than Internet Explorer 6and above. ...
Using Plug-in for MS Word
Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...
Installing the MS Word Plug-in
System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...
Using the MS Outlook Plug-in (Windows)
Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Add records to Zoho Category Remove records from Zoho Category Automatically synchronize (one-way) Contacts, Tasks and Calendar Events from MS Outlook to Zoho CRM Export ...
Installing the MS Outlook Plug-in (Windows)
Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be followed: Download and Install the Plug-in based on the Microsoft Outlook version (32 bit or 64 bit) Activate Zoho CRM Plug-in for users ...
Configuring the MS Outlook Plug-in (Windows)
There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar events. Sign In to Zoho CRM Plug-in To get started, first you need to sign in to the Zoho CRM Plug-in using your Zoho CRM login ...
Configuring MS Outlook Plug-in (Mac)
There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar events. Sign In to Zoho CRM Plug-in for Microsoft Outlook To get started, first you need to sign in to the Zoho CRM Plug-in for Microsoft ...
Installing the MS Outlook Plug-in (Mac)
Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get details on key features that will be available and the system requirements to begin installation. Install Zoho CRM Plug-in Installing the ...
Types of Microsoft Integrations
Zoho CRM offers an intriguing feature by enabling seamless synchronization of two applications. Using several Plug-in options, your Zoho CRM account can now be synchronized with a wide range of Microsoft applications (MS Oulook, MS Word, and MS ...
MS Outlook Plug-in - An Overview
The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and events between Zoho CRM and Microsoft Outlook. The Zoho CRM Plug-in for Microsoft Outlook is available for both Windows and Mac users. ...
MS Word Plug-in - An Overview
The Zoho CRM Plug-in for Microsoft Word is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows you to create mail merge documents in MS Word using Zoho CRM data or from Zoho CRM using MS Word template. The mail merge ...
Zoho Backstage Integration
Zoho Backstage is an online event management software which allows you to organize meetings, trade shows, classroom trainings, and more. Integrating Zoho Backstage with CRM allows you to create and manage events in Zoho Backstage from within Zoho ...
Integrating CRM Events with Zoho Meeting
Professional meetings need not always be in person. You can prefer to go online with a product demo or have a discussion where team members from other branches of your company can easily join. Meeting solution providers or web conferencing softwares ...
Setting up Zoho Webinar Integration
Webinars help you generate quality leads and expand your reach globally. It is a live presentation where you can educate your participants about your product, answer questions or engage them with polls. You can also monitor the ROI for the webinar ...
Advanced Gamification
Advanced Gamification, powered by Zoho Motivator , helps you boost your sales using game mechanics. This integration provides real time insights on your Zoho CRM Sales data and helps you improve sales performance by creating contests to ...
Working with Zoho Forms Integration
What is Zoho Forms? Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the required fields and send it to your customers thus facilitating data collection. It allows you to capture ...
Setting up Zoho Writer Add-on
Zoho Writer is an online word processor that allows you to create and share documents online. Using the Zoho Writer Zoho Add-on in Zoho CRM, you can create templates online and use CRM data (Leads, Accounts, Contacts and Potentials) to create mail ...
Setting up Zoho Cliq Integration
When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
Creating Custom Tabs
Using the Zoho Creator Integration, you can build applications, forms, views and associate the form to a custom tab in Zoho CRM. Custom tabs can be created in two ways: Create - You can build custom tabs by creating a Zoho Creator application, form ...
Linking Zoho Creator Apps with CRM
Web tabs functionality can be used to access the applications created in Zoho Creator and link with the Zoho CRM data. In order to access the Creator application within Zoho CRM, design an application in Zoho Creator, add it as a web tab inside CRM ...
Setting up Zoho Creator Integration
Prerequisite Before activating, please make sure that you meet the required criteria mentioned below: You should be an Administrator in the Zoho CRM account. You should have a Zoho Creator account with any edition. If you do not have a Zoho Creator ...
Zoho Creator Integration - Overview
Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will ...
Setting up SalesIQ Integration
Zoho SalesIQ integration with Zoho CRM, also called as Visitor Tracking, allows you to engage with people visiting your website through chat and push their information into CRM. You can also embed a chat widget on your webpage and converse with the ...
Setting up Advanced CRM Analytics
The Advanced CRM Analytics, powered by Zoho Analytics helps you to analyze CRM data and create insightful business intelligence reports & dashboards. With this integration, Sales & Marketing can slice and dice the data and make better data-driven ...
Using Zoho Finance Suite Integration
View Zoho Books/Zoho Invoice/Zoho Expense tabs Once you have integrated Zoho Finance Suite in Zoho CRM, you will be able to do the following actions for each of the Zoho Finance application. Zoho Books The Zoho Books tab groups the ...
Setting up and Configuring Zoho Finance Suite Integration
The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription accounts with Zoho CRM. As a result you can view and monitor invoices, estimates, purchase orders, sales orders, ...
Integrating Gmail with Zoho CRM
Zoho CRM allows you to retrieve your emails from Gmail within your CRM account. All you need to do is configure the POP settings and select you Gmail account as the mailbox. Follow the steps given below to integrate Gmail with Zoho CRM: Enable POP ...
Configuring POP Account
Set up email account via POP3 Zoho CRM lets you configure a Zoho Mail account or a third party email account via POP3. An important point to note here is that Zoho CRM uses Zoho Mail to get emails and display them within CRM. Therefore, whether you ...
Configuring IMAP Account
IMAP is an email protocol via which your email account is configured in Zoho CRM. It provides various benefits, the best of which is that it enables multiple device sync. That is, your email activity syncs across your PC, laptop, mobile phone, tablet ...
MailMagnet - Overview
Zoho Mail Add-on helps you manage all of your customer correspondence within your Zoho CRM account and track the email conversations that you have with your customers. What are you missing then? Within Zoho CRM, you have an inbox full of important ...
Zoho Mail Add-on - Error Messages
The error messages you may view while configuring the Zoho Mail Add-on are: Mail Box (yourmailID) you have configured earlier is not reachable. Please select a new "Mail Box". One of the instances why this message will display is when you change ...
Managing Zoho Mail Add-on Users
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...
Adding Details from Zoho Mail
Most of the customer interactions are through emails and so, Zoho Mail provides an easy way to collect the contact information and store it in your Zoho CRM account. When a prospective customer sends an email, you need not manually add the Lead ...
Zoho Mail Add-on - Overview
Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the ...
Sending and Receiving Mail
Get the sales context to your email communication by sending and receiving emails from right within Zoho CRM. With the Zoho Mail Add-on, you can send Emails to your Leads, Contacts and Deals modules. You need not switch to your email service to ...
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